Sutton Wealth Advisors’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$350 | – | 1436 |
|
|
2022
Q4 | $350 | Buy |
6
+4
| +200% | +$233 | ﹤0.01% | 1550 |
|
|
2022
Q3 | $104 | Sell |
2
-17
| -89% | -$884 | ﹤0.01% | 1592 |
|
|
2022
Q2 | $1.06K | Hold |
19
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q1 | $1.29K | Buy |
19
+8
| +73% | +$543 | ﹤0.01% | 1278 |
|
|
2021
Q4 | $775 | Buy |
+11
| New | +$775 | ﹤0.01% | 1398 |
|